Discover the experiences of US persons and Americans in the UK getting investment advice from Edale. Here, you’ll find a collection of personal stories, insights, and reviews from American expatriates who have navigated the UK investment landscape with Edale’s guidance. These testimonials offer a real-world glimpse into how Edale’s expert advice on investing in the UK has positively impacted their financial journeys. Whether you’re considering investment opportunities, seeking advice on tax-efficient saving strategies like Lifetime ISAs, or simply looking to connect with others’ experiences, this category provides valuable perspectives to inform and inspire your investment decisions.
Lawrie was extremely helpful, analysed my situation clearly, worked out what was the most tax-effective path, and sent me a spreadsheet with the calculations. If this had needed work, I would definitely have trusted him to do it. Detailed, comprehensive, full of good advice As it was, he came up with a recommendation that I […]
Professional, helpful, solved my issue. Highly recommended Read More »
I love the social mission that Edale have. They don’t care if you’re small potatoes and have less than £100k to invest. They will work with you and help you. They’re used to dealing with expats unlike US only or UK only financial advisors and tax advisors. It’s one stop shopping, I hope, and peace
I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are more in-line with my requirements. Very honest and straight forward interaction, which I appreciated.
Lawrie helped us avoid pursuing ill advised changes and gave us valuable advise on dealing with issues that others had failed to address. We are now able to address these with a proper understanding of the actual options available to us.
Talking with Lawrie was really helpful. Read More »
As a US citizen who has lived in lots of countries I found Lawrie’s advice very helpful and clear.
Pension for self employed American in the UK Read More »
Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can help you
Thought leaders and great partners towards your financial goals Read More »
The information you provided was super useful and clear – thank you! And I appreciate the fact you were up front and said you felt you could add no real value in my particular situation. It was great to get your candid input and it is clear you know your stuff – THANKS!
No upselling, straightforward advice and information Read More »
SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good, patient listener, thoroughly informed re: UK/US tax issues in our ever-changing world. Professional advice, on-time delivery and fair fees. Highly recommend.
Five star across the board! Read More »
Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a US citizen living in the UK. One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
Helpful and informative advice on US citizen living in UK Read More »
I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short consultation (as I’ve had with other companies), and Lawrie really took the time to listen and to understand what my queries and concerns were. I felt I had a complex issue I was seeking advice
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
